Principal Financial shares owned by Olistico Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Olistico Wealth
from 13F filings
Historical chart of Olistico Wealth investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Olistico Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $102k | 1.2k | 88.23 |
| 2025-06-30 | $90k | 1.1k | 79.45 |
| 2025-03-31 | $95k | 1.1k | 84.39 |
| 2024-12-31 | $86k | 1.1k | 77.38 |
| 2024-09-30 | $95k | 1.1k | 85.91 |
| 2024-06-30 | $86k | 1.1k | 78.44 |
| 2023-06-30 | $291k | 3.8k | 75.84 |
| 2023-03-31 | $283k | 3.8k | 74.32 |
| 2022-12-31 | $317k | 3.8k | 83.91 |